Save Project Designs as Templates

Updated On 22 Aug 2023
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Whatfix Mobile enables you to save your project designs as a template that can be reused whenever needed as a Walkthrough step or a standalone project. This reduces duplication in creating in-app elements, improves content creation efficiency, and fosters a library of reusable templates accessible to all content creators in your account.

You can save and re-use your template using the following steps:

Step 1: Save your design as a template

Use the following steps to save your design as a template:

Design your project as needed. For example, if you're creating a Tooltip, see Create Tooltip.
In the bottom left side of your screen, click Save Template.
In the confirmation pop-up, click Confirm.

Your template is now saved to Whatfix Mobile Template library.

Step 2: Re-use your saved template in a project

Use the following steps to re-use your saved template in a project:

Identify the screen where you want to show your project. This can be a Walkthrough step or a standalone project.
Click Design.
Select the element for which you have created the template.

your title goes here

You cannot save a Gesture or a Beacon as a template.
You can retrieve and use these templates only when you're creating the same project as the template. For example, your Pop-up templates are available only when you're creating another Pop-up either as a Walkthrough step or a standalone project.